Foundation Assets as Social Change Agents: Sustainable Investing for the Public Benefit

Tuesday, April 24, 2012 -
8:45am to 11:00am EDT
Philanthropy New York, 79 Fifth Ave., 4th floor, NYC
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When it comes to foundation assets, the continuity of public benefit and the underlying “practice what you preach” approach are all too often left out of conversations between financial advisors and their clients.  Yet, contributing to the public benefit encompasses strategic harmonization of asset management and grant-making.
Harmonizing investments requires analysis of risks and opportunities presented by emerging macroeconomic trends such as water utilization, land use, workers’ and human rights, climate change, population growth and the alleviation of poverty. While not yet widely recognized in the financial services industry, these trends are impacting finance now, and will do so increasingly in the future.
Learn how innovative strategies and new investment opportunities can be used to align investment practices with mission objectives to sustain the public good.


  • How some boards and investment committees have reassessed their approach to endowment management.
  • How to design and implement investment policies that support social change initiatives and build innovative mission investment strategies across endowment portfolios.
  • Strengths and weaknesses of alternative models, including future-oriented, risk-adjusted, and opportunity-directed investments.
A program in Philanthropy New York’s Wealth, Endowments, and the Economy series.



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All interested funders. 
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